Installation Guide for

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					       Installation Guide for


  EDconnect


U.S. Department of Education
Table of Contents
Student Aid Internet Gateway (SAIG) Overview ............................................................. 1
   Foreword .......................................................................................................................... 1
   SAIG Services .................................................................................................................. 2
        Store-and-Forward Data Transmissions ................................................................... 3
   Title IV Application System Databases ........................................................................... 4
        Central Processing System (CPS) .............................................................................. 4
        Federal Pell Grant/Recipient Financial Management System (RFMS) .................... 5
        William D. Ford Federal Direct Loan Program (Direct Loan) ................................ 5
        National Student Loan Data System (NSLDS) ........................................................... 6
        Campus-Based Programs .......................................................................................... 7
   Destination Point Administration .................................................................................... 8
        Destination Point Administrator ................................................................................ 8
        SAIG User Statement ................................................................................................. 9
Installing EDconnect............................................................................................................10
   Hardware and Software Requirements ............................................................................10
        Dial-up Networking ...................................................................................................11
        Estimating Hard Disk Space Needs ...........................................................................13
        LAN Compatibility .....................................................................................................13
   Installation Process ..........................................................................................................14
        Downloading Software/Paper Documentation ..........................................................15
        Installing EDconnect .................................................................................................20
   Checklist for New EDconnect Users ...............................................................................26
Appendix A: SAIG User Statement....................................................................................29




September 2002                                                Installation Guide                                                  EDconnect  i
Student Aid Internet
Gateway (SAIG) Overview



Foreword
                 Welcome to the U.S. Department of Education's (ED's) Student
                 Aid Internet Gateway (SAIG).
                 Through the SAIG, you can send, receive, and manage Federal
                 student aid information electronically. By linking your computer to
                 the resources of various Title IV Application System databases and
                 processing services, the SAIG helps you manage Title IV Federal
                 Student Aid (FSA) information efficiently.
                 Using software provided for the SAIG, you collect data on your
                 personal computer (PC) or computer system and transmit the
                 collected data in batches over the SAIG. The appropriate Title IV
                 Application System receives the data, processes the data, performs
                 any required database cross-referencing, and returns the processed
                 data to your mailbox. The entire processing cycle for routine
                 application data within the SAIG system is typically three working
                 days.
                 In addition to providing a summary of the services available
                 through the SAIG, this guide gives detailed instructions on the
                 installation of EDconnect. Help with the operation of EDconnect is
                 contained within the software. To see a list of available topics,
                 select Help Topics from EDconnect’s Help menu. Both the
                 installation guide and EDconnect’s On-line Help are designed to
                 address the needs of non-technical users, although a working
                 knowledge of Windows and the ability to perform basic PC
                 operations are assumed.




September 2002               Installation Guide                            EDconnect  1
SAIG Services
                 Participants in the SAIG can take advantage of a wide range of
                 electronic processing and transmission capabilities. SAIG
                 participants can exchange data with the Title IV Application
                 Systems and, through the Internet, access the Central Processing
                 System (CPS), National Student Loan Data System (NSLDS), and
                 the Federal Pell Grant/Recipient Financial Management System
                 (RFMS) databases. The SAIG is FSA’s information highway,
                 linking members of the financial aid community with FSA and the
                 Title IV Application Systems.
                 By enrolling in the SAIG, you have become a “destination point.”
                 FSA provides the EDconnect software to make it possible for you
                 to send and receive data through the SAIG. In addition, FSA
                 makes other programs and documentation available for additional
                 Title IV Application Systems in which you may have enrolled.




September 2002               Installation Guide                          EDconnect  2
                           Store-and-Forward Data Transmissions
                           As a destination point, you have been assigned a Student Aid
                           Internet Gateway electronic mailbox. Using EDconnect or the
                           appropriate mainframe software, you can retrieve information, sent
                           to you by the Title IV Application Systems, from your mailbox.
                           Using the same software, you can send information to the
                           mailboxes of the Title IV Application Systems. EDconnect, or
                           your mainframe software, will send data to the correct mailbox
                           according to the type of data you are sending. The figure below
                           illustrates the flow of data between a destination point and a Title
                           IV Application System using electronic SAIG mailboxes:




                     Destination Point                                   Destination Point
                    retrieves data from                                sends formatted data
                          mailbox                                          to mailbox

                                                Destination Point




                              SAIG                                              SAIG
                          Destination                                        Application
                         Point Mailbox                                        System
                                                                              Mailbox




                  Application System
                                                                          Application System
                 sends processed data
                                                                          retrieves data from
                     to mailbox
                                                                                mailbox
                                             Title IV Application
                                                    System




September 2002                           Installation Guide                           EDconnect  3
Title IV Application System Databases
                 Through the SAIG, you can exchange information with the Central
                 Processing System (CPS), the Federal Pell Grant/Recipient
                 Financial Management System (RFMS), the William D. Ford
                 Federal Direct Loan Program (Direct Loan), and the National
                 Student Loan Data System (NSLDS). You can also participate in
                 Campus Based Program reporting, such as the Fiscal Operations
                 Report and Application to Participate (FISAP).

                 Central Processing System (CPS)
                 Since 1985, the CPS has sponsored a program called Electronic
                 Data Exchange (EDE). EDE serves any school offering programs
                 beyond the high school level, including colleges, universities, and
                 trade schools.

                 Functions
                 Using EDE in conjunction with the SAIG enables institutions to:
                    Submit initial Federal student application data electronically
                     and receive the results electronically as an Institutional Student
                     Information Record (ISIR).
                    Receive ISIRs electronically for students who submit a Federal
                     application and indicate the institution as one of their six
                     choices on the Free Application for Federal Student Aid
                     (FAFSA).
                    Electronically submit corrections to Federal application data
                     and receive the results as ISIRs.
                    Electronically submit requests for duplicate ISIRs.

                 State Agencies
                 EDE also provides data to state agencies. State agencies can
                 receive ISIRs containing all reported applicant data by using EDE
                 in conjunction with the SAIG. A state agency is able to:
                    Receive ISIRs for students who submit FAFSAs and indicate
                     that state as their state of legal residence.
                    Receive ISIRs for students who submit FAFSAs and indicate a
                     school within the state.
                    Request an ISIR for any student on the CPS database after
                     receiving a written release from the student.




September 2002                Installation Guide                              EDconnect  4
                 EDExpress
                 EDE participants may use EDExpress, a PC software package that
                 allows you to enter, report, and manage financial aid–related data.
                 EDE users may also develop their own EDE software. The EDE
                 Technical Reference provides technical specifications needed to do
                 so.

                 Federal Pell Grant/Recipient Financial
                 Management System (RFMS)
                 The Federal Pell Grant/Recipient Financial Management System
                 (RFMS) is a computerized financial management and document
                 processing system for Federal Pell Grants.

                 Functions
                 Using EDExpress and EDconnect, you can:
                    Enter Federal Pell Grant payment records.
                    Generate batches of data for submission to the Federal Pell
                     Grant program.
                    Receive the processed results.
                    Print Electronic Statements of Accounts (ESOAs).
                    Transmit and receive Federal Pell Grant payment data
                     electronically.
                 In the Pell module of EDExpress, you can create, batch, and export
                 Pell records, and then import the processed results. You may use
                 the Pell module by itself or in conjunction with other EDExpress
                 modules. You can print ESOAs using EDExpress by selecting
                 ESOA as your print option. Payment data are transmitted and
                 received using EDconnect.

                 William D. Ford Federal Direct Loan
                 Program (Direct Loan)
                 The William D. Ford Federal Direct Loan Program is commonly
                 referred to as the Direct Loan program. Authorized by the Student
                 Loan Reform Act of 1993, it provides direct financing and direct
                 delivery of loan funds to eligible borrowers to cover the costs of
                 postsecondary education. The Federal government provides the
                 loan capital for these loans.




September 2002                Installation Guide                            EDconnect  5
                 Loan Types
                 Direct Loan programs include:
                    Federal Direct Stafford Loan Program.
                    Federal Direct Unsubsidized Stafford Loan Program.
                    Federal Direct PLUS Loan Program.
                    Federal Direct Consolidation Loan Program.

                 Functions
                 Participating schools use the SAIG to communicate electronically
                 with ED’s Direct Loan Servicing Center. Institutions can use
                 EDExpress to:
                    Originate Direct Loan records.
                    Print promissory notes.
                    Export loan data to the Direct Loan Servicing Center and
                     import acknowledgments.
                    Calculate gross fund needs.
                    Reconcile with the Direct Loan Servicing Center.
                    Certify a borrower's enrollment.
                 Direct Loan participating schools have the option to use
                 EDExpress, to develop their own system, or to employ a
                 combination of both.

                 National Student Loan Data System
                 (NSLDS)
                 The National Student Loan Data System (NSLDS) is a national
                 database of loan-level information and selected grant data for aid
                 disbursed under Title IV of the Higher Education Act of 1965.
                 Schools, guarantee agencies, and other ED Title IV Application
                 Systems provide data to NSLDS.
                 Schools participating in the Perkins Loan program must provide
                 loan-level and Supplemental Educational Opportunity Grant
                 (SEOG) overpayment information to the NSLDS. Some data sent
                 to and received from the NSLDS are transmitted via the SAIG. The
                 NSLDS provides a software package called DataPrep to assist
                 institutions in preparing data for transmittal.




September 2002               Installation Guide                             EDconnect  6
                 All schools, whether or not they participate in the Perkins Loan
                 Program, are eligible to access information stored at the NSLDS
                 about their students. If you want access to NSLDS data, check the
                 appropriate box in the NSLDS section of your SAIG enrollment
                 form. After your enrollment is processed, you will receive
                 additional information from NSLDS.

                 Campus-Based Programs
                 The FISAP consists of an annual report of financial and enrollment
                 activity for the previous year, and an application to receive funds
                 from one or more Title IV Campus Based programs. Campus
                 Based schools use the FISAP for Windows software to enter,
                 report, and manage FISAP data through each stage of the process.
                 The FISAP software and an installation guide are available online
                 at Fsadownload.ed.gov.
                 ED requires all schools to send FISAP information electronically.
                 FISAP files are sent to the FISAP Application System contractor
                 for processing via the SAIG.




September 2002               Installation Guide                            EDconnect  7
Destination Point Administration

                 Destination Point Administrator
                 The Destination Point Administrator (formerly called the
                 Destination Point Contact) is the term applied to the “owner” of
                 the destination point. The administrator is responsible for the
                 security of data obtained through the SAIG. The administrator
                 controls access to the SAIG through a particular destination point
                 by setting the levels of access to EDconnect and the SAIG for each
                 user. The administrator also maintains SAIG User Statements (see
                 Appendix) for all users of the SAIG at a particular destination
                 point.

                 For Security Groups
                 Security Groups share a common TG Number, a common SAIG
                 Password, common access to EDconnect features, and common
                 access to the SAIG. Security Groups can be especially useful for
                 institutions that have separate TG Numbers for services such as
                 CPS, Direct Loan, and NSLDS. You can also create more than one
                 Security Group for the same TG Number. Since each TG Number
                 can only have one password, however, you must be careful to
                 coordinate the password among groups sharing the same TG
                 Number.
                 When a user within a Security Group connects to the SAIG, the
                 user connects with the TG Number and SAIG password for that
                 group. The individual user's name will appear in the Activity Log
                 for each Send or Receive record.
                 The Destination Point Administrator is responsible for controlling
                 the varying levels of access among the Security Groups set up in
                 EDconnect by managing SAIG passwords, SAIG access, and
                 SAIG connections at the group level.

                 For Users
                 Users represent individuals within Security Groups sharing
                 common access to EDconnect and the SAIG. The Destination
                 Point Administrator is responsible for controlling each user's level
                 of access to EDconnect and the SAIG at the group level.




September 2002                Installation Guide                             EDconnect  8
                 When a user connects to the SAIG and sends or receives data, the
                 user’s name will appear in any Send or Receive record in the User
                 Name column of the Activity Log.
                 Startup options, user passwords, color preferences, and file folder
                 locations are established at the user level.

                 SAIG User Statement
                 A copy of the SAIG User Statement is shown in Appendix A. This
                 statement may be copied. The Destination Point Administrator
                 should have signed copies of this statement on file for each
                 EDconnect user.




September 2002                Installation Guide                            EDconnect  9
Installing EDconnect



Hardware and Software Requirements
                 EDconnect 5.2.0 requires a connection to the Internet. You must
                 have either a direct connection to the Internet or a dial-up
                 connection through an Internet Service Provider (ISP). Direct
                 connections include local area networks (LANs), DSL, T1, and
                 cable modems. If you use a standard modem to connect to the
                 Internet, you have a dial-up connection.
                 To run your SAIG and other Title IV Application System software
                 products effectively, ED recommends the following configuration
                 for your personal computer:
                    IBM or fully IBM-compatible PC with a Pentium 200 MHz
                     processor or higher.
                    64 MB total memory or more.
                    300 MB of available hard disk space (depending on the
                     functions you use and how many records you store in your
                     database).
                    56 kbps analog modem and an Internet Service Provider (ISP)
                     or a direct connection to the Internet.
                    Dedicated telephone line (if you connect to the Internet using a
                     modem and an ISP).
                    3.5" high-density disk drive and 3.5" high-density double-sided
                     diskettes.
                    Windows-compatible keyboard.
                    Microsoft-compatible mouse.




September 2002                Installation Guide                           EDconnect  10
                    Laser printer capable of printing on standard paper.
                    32-bit operating system (Microsoft Windows 95, Microsoft
                     Windows 98, Microsoft Windows ME, Microsoft Windows NT
                     4.0, Microsoft Windows 2000, or Microsoft Windows XP).

                 Dial-up Networking (DUN) and Remote
                 Access Service (RAS)
                 DUN 1.2 or higher (Windows 95, Windows 98, and Windows ME)
                 or RAS (Windows NT 4.0, Windows 2000, and Windows XP)
                 must be installed on any computer using EDconnect, even if the
                 computer has a direct connection to the Internet, such as a LAN,
                 DSL, T1, or cable.

                 Windows 95
                 A compatible version of DUN is included with Windows 95,
                 version 4.00.950B or greater. If you have Windows 95B or greater
                 and EDconnect flags DUN as a problem when you start the
                 program, it probably means that you do not have DUN installed on
                 your PC. You should be able to install it from your original
                 Windows 95 installation CD-ROM.
                 If you have an earlier version of Windows 95, you will need to get
                 an update to DUN from Microsoft. This is available as a free
                 download on the Internet:
                 1. Go to microsoft.com on the Internet.
                 2. Perform a search for “Dial-up Networking 1.3 Upgrade.”
                 3. Find a location where you can download the update.
                 4. Follow the instructions for downloading and installing the
                    DUN update.
                 Note: Installing the DUN 1.3 upgrade may require your Windows
                 95 installation CD-ROM.
                 Windows 98
                 If you have Windows 98 installed on your PC, you should already
                 have a compatible version of DUN on your PC.
                 Windows ME
                 If you have Windows ME installed on your PC, you should already
                 have a compatible version of DUN on your PC.




September 2002                Installation Guide                            EDconnect  11
                 Windows NT
                 Windows NT, version 4.0, comes with a compatible version of
                 RAS. If EDconnect flags RAS as a problem when you start the
                 program, you probably do not have RAS installed. To install RAS,
                 follow these steps:
                 1. Insert your Windows NT installation CD-ROM.
                 2. Go to Control Panel.
                 3. Double-click the Network icon.
                 4. Select the Services tab and click the Add button.
                 5. Scroll down to Remote Access Service and highlight it.
                 6. Select OK.
                 Important: After adding RAS, you must reinstall Service Pack 3
                 (or higher) for Windows NT. If you do not reinstall the service
                 pack, EDconnect will continue to flag RAS as an error and you
                 will not be able to connect to the SAIG.

                 Windows 2000
                 If you have Windows 2000 installed on your PC, you should
                 already have a compatible version of RAS on your PC.
                 Windows XP
                 If you have Windows XP installed on your PC, you should already
                 have a compatible version of RAS on your PC.




September 2002               Installation Guide                         EDconnect  12
                 Estimating Hard Disk Space Needs
                 The software takes up the following space on your hard disk:
                      Product                                                  Size
                      EDconnect for Windows                                    15 MB
                      EDExpress                                                16 MB
                      FISAP for Windows                                        4 MB
                      Quality Assurance Program for Windows with 300 records   2 MB
                      Return of Title IV Funds for Windows                     2 MB
                      SSCR-32 with 300 records                                 6 MB

                 Each set of 5,000 records requires the following space:
                      Record                                                   Size
                      Direct Loan                                              6 MB
                      ISIR                                                     15 MB
                      NSLDS                                                    4 MB
                      Packaging                                                2 MB



                 LAN Compatibility
                 EDconnect for Windows can be used as stand-alone or as multi-
                 user software. It can be run on the following network operating
                 systems:
                    Novell NetWare 3.x, 4.x, and 5.x
                    Microsoft Windows NT Server 4.x
                    Windows 2000 Server
                    Windows 2000 Advanced Server
                 Users should not run the software on peer-to-peer networks, such
                 as Artisoft LANtastic or Novell’s Personal NetWare.
                 According to the Microsoft Knowledge Base, some anomalies
                 have been known to occur when using Microsoft Access with the
                 following networks: DEC Pathworks, IBM LAN Server, and Sun
                 PC-NFS. Since EDconnect makes extensive use of Microsoft
                 Access as a database engine, do not use these network operating
                 systems with EDconnect.




September 2002                Installation Guide                                  EDconnect  13
 Installation Process
                 This section contains detailed instructions for downloading and
                 installing EDconnect.
                 EDconnect 5.2.0 is available on the FSAdownload Web site
                 (Fsadownload.ed.gov/softedconnect.htm) in two formats. You
                 can download the entire software package in one file,
                 EDcon520.exe, or you can download the software as seven
                 separate installments, which you can save to your hard drive or to
                 diskettes. Please see the Downloading Software/Paper
                 Documentation section for details.
                 If you have problems accessing the FSAdownload Web site
                 (Fsadownload.ed.gov/softedconnect.htm) or are unable to
                 download the software, call CPS/WAN Technical Support at
                 800/330-5947 for assistance.
                 Before you start the installation, be sure to close all Windows
                 applications, including screensavers, e-mail notification programs,
                 and antivirus software.
                 Instructions are provided for both stand-alone and network
                 installations.
                 Installing EDconnect creates default folders and subfolders to
                 manage the transfer of files between different Title IV financial aid
                 software packages and to simplify file management. ED
                 recommends that you use these default folders. If you change the
                 default folders in one software package, you must remember to
                 change the file paths in all the other software packages. Otherwise,
                 EDconnect will not be able to locate the files because the file paths
                 will not match.




September 2002                Installation Guide                            EDconnect  14
                 Downloading Software/Paper
                 Documentation
                 You can download both software and paper documentation from
                 the FSAdownload Web site
                 (Fsadownload.ed.gov/softedconnect.htm). If you have problems
                 accessing the FSAdownload Web site or are unable to download
                 the software, call CPS/WAN Technical Support at 800/330-5947
                 for assistance.
                 The amount of time it takes to download a file depends on the file
                 size and the speed of your Internet connection. If you do not have a
                 direct connection to the Internet, we recommend a 56 kbps modem.
                 The table below shows the minimum possible download time for
                 various file sizes and modem speeds. The actual times will vary,
                 depending on the quality of the telephone line and Internet traffic.

                   Modem Speed          1 Megabyte    5 Megabytes       10 Megabytes
                  9.6 kbps             18 min.       1 hour, 28 min.   2 hours, 58
                                                                       min.
                  14.4 kbps            12 min.       59 min.           1 hour, 58 min.
                  28.8 kbps            6 min.        30 min.           59 min.
                  33.6 kbps            5 min.        25 min.           51 min.
                  56 kbps (53          3 min.        16 min.           32 min.
                  kbps)

                 Some organizations block their employees from downloading
                 programs from Internet sites. If you have problems downloading
                 from the FSAdownload Web site, try again later. If you continue to
                 experience problems, contact your technical support staff to ensure
                 that you have full download rights.




September 2002                  Installation Guide                          EDconnect  15
                 Downloading the Software
                 The installation package for EDconnect 5.2.0 is available in two
                 formats. You may download the installation package as one file or
                 in seven separate installments.
                 To download the software as one file:
                 1. Type the FSAdownload Web address, Fsadownload.ed.gov,
                    into the address box at the top of your browser window.
                 2. When you get to the site, click the Continue button at the
                    bottom of the opening page. You will be taken to a “Privacy on
                    Our Web Sites” page. Click on any of the links, or scroll down,
                    to read information about ED’s privacy policy.
                 3. Click the Continue button to access the page containing
                    descriptions of available ED software.
                 4. Click the EDconnect link to the left of the description of the
                    EDconnect 5.2.0 software. This will take you to the download
                    page for EDconnect. You can get technical support for this site
                    by calling CPS/WAN Technical Support at 800/330-5947 or by
                    e-mail at cpswan@ncs.com.
                 5. Click the Full Download link to download EDconnect 5.2.0. A
                    Save As… dialog box will appear.
                    Note: If clicking the Full Download link takes you to a new
                    Web page rather than starting the download process, click the
                    Back button on your browser and right-click the Full
                    Download link. Choose Save Target As… from the pop-up
                    menu in order to start the download process.
                 6. Select a location on your hard drive to which to save the file, or
                    accept the default location. Press the Save button. The length
                    of time it will take the file to download depends on the speed
                    of your Internet connection. See the table of download times in
                    this section.
                    Note: We recommend that you download the installation file to
                    a folder other than the one in which you will install EDconnect.
                    You may want to create a folder called “FSAdownload,” for
                    example, specifically for the installation files you download
                    from the FSAdownload Web site.




September 2002                Installation Guide                           EDconnect  16
                 7. Once you have downloaded the installation file to your hard
                    drive, go to the folder containing the EDcon520.exe file and
                    double-click it to start the installation.
                 Notes
                    Downloading the software does not install it.
                    You should have no other programs running while you are
                     installing EDconnect.

                 To download the software in seven separate
                 installments:
                 1. Type the FSAdownload Web address, Fsadownload.ed.gov,
                    into the address box at the top of your browser window.
                 2. When you get to the site, click the Continue button at the
                    bottom of the opening page. You will be taken to a “Privacy on
                    Our Web Sites” page. Click on any of the links, or scroll down,
                    to read information about ED’s privacy policy.
                 3. Click the Continue button to access the page containing
                    descriptions of available ED software.
                 4. Click the EDconnect link to the left of the description of the
                    EDconnect 5.2.0 software. This will take you to the download
                    page for EDconnect. You can get technical support for this site
                    by calling CPS/WAN Technical Support at 800/330-5947 or by
                    e-mail at cpswan@ncs.com.
                 5. Click the Disk 1 link to download the first disk. A Save As…
                    dialog box will appear. (Disk 1 is a self-extracting compressed,
                    or “zipped,” file. See Step 9 for instructions.)
                 6. Select a location on your hard drive to which to save the file, or
                    accept the default location. Press the Save button. The length
                    of time it will take the file to download depends on the speed
                    of your Internet connection. See the table of download times in
                    this section.
                 7. After you have downloaded Disk 1, click the Disk 2 link to
                    download the second disk. When the Save As… dialog box
                    appears again, either save Disk 2 to the same location on your
                    hard drive as Disk 1, or save Disk 2 directly to a diskette.
                     Note: Although Disk 2 through Disk 7 may be downloaded
                     directly to diskettes, Disk 1 must unzipped before the files
                     contained in Disk 1 can be copied to a diskette.
                 8. Click on each of the disk links until you have saved all of them
                    to the same location on your hard drive or to diskettes.




September 2002                Installation Guide                           EDconnect  17
                 9. Once you have downloaded all the disk files, go to the location
                    on your hard drive where you saved disk1.exe and double-click
                    it. A WinZip Self-Extractor dialog box will appear. In the text
                    box labeled “Unzip to folder,” type the location to which you
                    want to extract the 19 files contained in disk1.exe, or use the
                    Browse button to select a location.
                     If you want to extract the files directly to a diskette, insert a
                     blank, formatted diskette into your disk drive. Type “A:\”
                     (without the quotation marks) into the “Unzip to folder” text
                     box and click the Unzip button. If your disk drive is drive B,
                     type “B:\” (without the quotation marks).
                 Notes
                    Downloading the software does not install it.
                    If you want to install EDconnect from your hard drive using
                     the unzipped files, locate and double-click setup.exe to begin
                     the installation program.
                    If you are installing from diskettes, click on the Windows Start
                     button and select Run from the menu. Type “A:\setup”
                     (without the quotation marks) in the Open text box and press
                     the OK button. Type “B:\setup” (without the quotation marks)
                     if your disk drive is your B drive.
                    You should have no other programs running while you are
                     installing EDconnect.




September 2002                Installation Guide                              EDconnect  18
                 Downloading Paper Documentation
                 Paper documentation is available to download from the Internet in
                 both Adobe PDF and Microsoft Word format. The following types
                 of paper documentation are available for you to download:
                    Installation guides and other instructions
                    Cover letters
                    Desk references
                 Each link to the above paper documents is accompanied by a
                 description that includes the date the document was posted, the
                 size of the file, and the approximate download time. However, the
                 length of time it takes to download a paper document will depend
                 on the speed of your Internet connection. See the table of
                 download times in this section.

                 To download paper documentation:
                 1. Type the FSAdownload Web address, Fsadownload.ed.gov,
                    into the address box at the top of your browser window.
                 2. Click the Continue button at the bottom of the opening page.
                    You will be taken to a “Privacy on Our Web Sites” page. Click
                    on any of the links, or scroll down, for information about
                    privacy.
                 3. Click the Continue button to access the page containing
                    descriptions of available Department of Education software.
                 4. Click the EDconnect link to the left of the description of
                    EDconnect. This will take you to the download page for
                    EDconnect. You can get technical support for this site by
                    calling CPS/WAN Technical Support at 800/330-5947 or by e-
                    mail at cpswan@ncs.com.
                 5. Click on the type of documentation you want to download.
                 6. If you select an Adobe PDF–formatted file, click File, Save
                    As… from the menu bar, select a location on your hard drive,
                    then click the Save button to save the file.
                 7. If you select a Microsoft Word–formatted file, click Save this
                    program to disk, select a location on your hard drive, then
                    click the Save button to save the file. Either type of file will be
                    assigned a default file name. You may choose another name for
                    the file.
                 8. Once you have downloaded the paper document, go to the
                    location on your hard drive where you saved the file. Double-
                    click the file to open the document.




September 2002                Installation Guide                            EDconnect  19
                 Installing EDconnect
                 The “Full Download” file option on the
                 Fsadownload.ed.gov/softedconnect.htm site allows you to install
                 EDconnect by downloading a single file. You also have the option
                 to download the EDconnect installation files as separate diskettes.
                 Installing EDconnect using both options is described below.

                 Starting the Installation from Diskette or Saved
                 Disk Files
                 1. Close any programs that are running, including antivirus
                    software.
                 2. If you have unzipped Disk 1 to a diskette and saved or copied
                    Disk 2 through Disk 7 to diskettes, insert the diskette
                    containing the Disk 1 files into your disk drive. Click on the
                    Windows Start button and select Run from the menu. Type
                    “A:\setup” (without the quotation marks) in the Open text box.
                    If your disk drive is drive B, type “B:\setup” (without the
                    quotation marks). Click OK to start the installation.
                    If you saved Disk 2 through Disk 7 to a folder on your hard
                    drive and unzipped the contents of Disk 1 to the same folder,
                    navigate to the folder using Windows Explorer. Locate
                    setup.exe in the folder and double-click it to start the
                    installation.
                 3. A Welcome screen will appear. See Continuing the Installation
                    (p. 21).

                 Starting the Installation from the “Full
                 Download” File
                 1. Close any programs that are running, including antivirus
                    software.
                 2. Click on the Windows Start button and select Run from the
                    menu.
                 3. In the text box to the right of Open, enter the location of the
                    installation file, EDcon520.exe, by clicking on the Browse
                    button and using the file selection dialog box to locate the file.
                    Once EDcon520.exe appears in the Open text box, click the
                    OK button. You can also locate EDcon520.exe using Windows
                    Explorer and double-click it to start the installation.




September 2002                Installation Guide                           EDconnect  20
                 4. An EDconnect Installation Folder dialog box will appear,
                    asking you to choose a folder into which to unpack the
                    installation files. You can accept the default location or browse
                    to another location.
                    Note: The EDconnect program does not install to this folder.
                    This folder is a temporary location for holding the installation
                    files. The default is C:\Temp\ or C:\Windows\Temp.
                    Choose Continue.
                 5. If the installation program tells you that certain files already
                    exist on your system, select Yes to All to overwrite them.
                    Note: These are temporary installation files left over from the
                    installation of an earlier version of EDconnect or other
                    programs. It will do no harm to overwrite them.
                 6. Once the installation files have unpacked, the installation
                    process will begin and a Welcome screen will appear. See
                    Continuing the Installation, below.

                 Continuing the Installation
                 1. Select the Next button and the Installation Type dialog box
                    will open.
                 2. Select either Full or Upgrade from the Installation Type
                    dialog box. If you have previously installed EDconnect 5.1.0,
                    select Upgrade as the Installation Type. If you are installing
                    EDconnect for the first time select Full.




September 2002                Installation Guide                             EDconnect  21
                 3. Select the Next button and the Setup Options dialog box will
                    open, prompting you to select the type of installation: Local,
                    Network, Workstation, or Self-running. Click once on an
                    option to highlight it and view its description at the bottom of
                    the dialog box. Please read the explanation of each installation
                    option below:
                       Select Local Install if you are installing EDconnect,
                        including the database, on a single PC.
                        Note: This is the most common installation. By selecting
                        Local Install, you will install all EDconnect components,
                        including the database, to your local hard drive.
                       Select Network Install if you want a number of PCs to
                        have common access to a single EDconnect database.
                        Performing a Network Install places only two files on
                        your Local Area Network: the database, EDconn32.mdb,
                        and a utility file called t4api.exe. The EDconnect database
                        contains the information users will share, such as the
                        Activity Log and Security View information. A network
                        installation does not install the program itself. After a
                        Network Install, you must perform a Workstation Install
                        on each PC to install the program files.
                 Note: The EDconnect database contains a record of data transfers
                 but does not physically contain any of the files you have sent or
                 received. All files you have sent or received are stored in a
                 separate location and are unaffected by the EDconnect database.
                 Other databases you may have on your computer, such as the
                 EDExpress, SSCR, or FISAP databases, are also unaffected by the
                 EDconnect database.
                       Select Workstation Install if you are installing EDconnect
                        on a PC that will access a network installation of the
                        EDconnect database. Perform a workstation installation on
                        each PC that you want to access the EDconnect database.
                       Select Self-running Install if you want EDconnect to
                        install itself automatically to the default folder
                        (C:\Program Files\EDconnect). If you select this option,
                        installation will start immediately after you select the Next
                        button. If you choose the self-running installation option,
                        skip to Step 8 (p. 23).




September 2002               Installation Guide                            EDconnect  22
                 4. Select the type of installation by clicking once on the option
                    and then on the Next button. The Destination Folder dialog
                    box will appear on your screen. The default destination folder
                    is C:\Program Files\EDconnect for a local installation.
                    Note: For a network installation, you will need to select the
                    appropriate LAN drive as the database location.
                    You can accept the default folder or change the destination
                    folder by using the Browse button.
                 5. Select Next and the Select Program Folder dialog box will
                    appear on your screen. This dialog box allows you to enter a
                    new folder name, select an existing folder, or accept the default
                    folder name of “EDconnect.”
                 6. Select Next and the System Information dialog box will
                    appear on your screen. This dialog box provides information
                    about your computer system.
                 7. Select Next and the Install Settings dialog box will appear,
                    confirming that setup has enough information to begin copying
                    files to your PC. If you want to review or change any of the
                    settings, click on the Back button to return to the appropriate
                    dialog box.
                 8. Select Next. A progress bar will appear, showing you the
                    progress of files being copied to your hard drive. If you are
                    installing from diskettes, the installation program will prompt
                    you when it is necessary to insert the next diskette. When the
                    installation is finished, EDconnect will open a window
                    containing icons for the program and for Transmission Queue
                    templates.
                 9. Click Finish. The installation program may ask you to reboot
                    your computer. If you have installed the program from diskette,
                    make sure you remove the diskette from your disk drive before
                    rebooting.
                 During the installation, EDconnect creates seven Transmission
                 Queue (TQ) template icons in EDconnect Program Group. These
                 icons allow quick access to seven default TQ template files: all.tqt,
                 cps.tqt, direct.tqt, fisap.tqt, nslds.tqt, rfms.tqt, and saig.tqt. If
                 you select one of these icons, EDconnect will start and will
                 automatically fill in the Transmission Queue with the appropriate
                 data requests. For example, selecting the all.tqt icon starts
                 EDconnect and places a request in the Transmission Queue for all
                 data and all messages currently in your mailbox.
                 You may drag or copy these TQ icons, along with the EDconnect
                 icon, to your desktop from the icon window that appears at the end
                 of the installation.



September 2002                Installation Guide                           EDconnect  23
                 Selecting a Connection
                 EDconnect 5.2.0 uses the Internet to access the SAIG. When you
                 log into EDconnect for the first time after installing it, you will
                 need to select an Internet connection to use. Your Internet
                 connection to the SAIG has no relationship to the dial-up
                 connection used by earlier versions of EDconnect.
                 The drop-down list in the Connection to Use selection box
                 displays a list of Internet connections available on your computer.
                 If you have a direct connection to the Internet, such as DSL, T1, or
                 cable, “Direct Connection” may be the only option listed. If you
                 connect to the Internet using a modem and an Internet Service
                 Provider (ISP), in most cases your ISP’s dial-up connection will
                 appear on the list.
                 Some ISPs use proprietary Dial-up Networking connections that
                 are created when you install their communications software.
                 Although EDconnect may be able to dial your ISP and connect to
                 the Internet through a proprietary dial-up connection, the
                 connection may use protocols that will prevent EDconnect from
                 sending and receiving data over the SAIG. Some ISP-provided
                 communications programs do not create standard Dial-up
                 Networking connections at all, so your Internet connection may not
                 appear on the Connection to Use drop-down list.
                 You may select “Direct Connection” even if you connect to the
                 Internet using a modem and an ISP. Once you connect to the
                 Internet through your ISP, the open Internet connection becomes a
                 “Direct Connection” that will allow EDconnect to communicate
                 with the SAIG. Selecting “Direct Connection” and connecting to
                 the Internet before using EDconnect avoids potential problems
                 associated with proprietary dial-up connections.
                 If you select “Direct Connection,” you will need to connect to the
                 Internet through your ISP the way you normally connect before
                 sending and receiving data using EDconnect.
                 If you select your ISP’s dial-up connection and are unable to send
                 and receive data using EDconnect, select Customize from the
                 Tools menu and choose “Direct Connection” from the Connection
                 to Use drop-down list. You will need to connect to the Internet
                 through your ISP the way you normally connect before sending
                 and receiving data using EDconnect if you select “Direct
                 Connection.”
                 Do not select any dial-up connections associated with previous
                 versions of EDconnect, such as “SAIG-0” or “T4WAN-0.”
                 EDconnect 5.2.0 cannot use these connections.




September 2002                Installation Guide                           EDconnect  24
                 Firewalls
                 A firewall is a barrier between your computer or your Local Area
                 Network (LAN) and an external source, such as the Internet. The
                 barrier can be software, hardware, or a combination of the two. A
                 firewall examines each packet of information coming into and
                 going out of your computer and prevents unauthorized packets
                 from being sent or received.
                 A port is a pre-defined “channel,” numbered from 0 to 65535, used
                 by your computer to send and receive specific kinds of data. Your
                 computer usually sends and receives e-mail through port number
                 23 and makes standard Internet connections through port number
                 80.
                 A firewall can prevent EDconnect from communicating with the
                 SAIG by blocking the packets of information your computer is
                 trying to send to and receive from the SAIG. If you have trouble
                 connecting to the SAIG after installing the EDconnect 5.2.0,
                 contact your technical support staff to see if you are behind a
                 firewall. “Error –1: Contact customer service for details on this
                 error” usually means that the port used by EDconnect to send and
                 receive data is blocked. Your technical support staff will need to
                 open port number 26581 for inbound and outbound TCP/IP traffic
                 and give your computer access to IP address 198.77.163.220 to
                 allow EDconnect to communicate through the firewall.
                 In order to use the TDCommunityManager (TDCM), you need
                 to be able to connect to SAIGPortal.sfa.ed.gov and will need
                 standard Internet port number 80 (HTTP) and port number 443
                 (SSL) open. Information about using the TDCM is available in the
                 EDconnect Documentation section on
                 Fsadownload.ed.gov/softedconnect.htm.

                 Getting Help
                 For help installing or using EDconnect, contact CPS/WAN
                 Technical Support at 800/330-5947.




September 2002               Installation Guide                           EDconnect  25
Checklist for New EDconnect Users
                 The following checklist leads you through the steps necessary to
                 make your first transmission with the new version of EDconnect.
                 You will need Windows 95, Windows 98, Windows NT, or
                 Windows 2000 to use this version of EDconnect. The checklist
                 assumes that you have successfully installed the program.
                 Log into EDconnect. When you run EDconnect for the first time,
                 a dialog box will appear with the default user name of “Admin”
                 and the default group name of “Administration Group” already
                 selected. To log into EDconnect for the first time, enter the word
                 “PASSWORD” (uppercase and without the quotation marks).
                    Create a Security Group. After you log into EDconnect for
                     the first time, EDconnect will prompt you to finish setting up
                     the default Security Group called “Administration Group.” If
                     you select Yes, the Group Wizard will lead you through the
                     tabs of the Group Properties dialog box. The Group
                     Properties settings control your access to the SAIG, as well as
                     each user’s access within a group.
                    Perform a Local Only password change. During the initial
                     setup of your Security Group, EDconnect will prompt you for a
                     new SAIG password. The first step in establishing your SAIG
                     password is to perform a Local Only password change, setting
                     your SAIG password to “PASSWORD” (uppercase and
                     without the quotation marks). Unless you have already
                     transmitted a password change for the same TG Number from
                     another computer in your office running the new version of
                     EDconnect, you must perform this step.
                    If you have already transmitted a password change with the
                     new version of EDconnect from another computer in your
                     office, enter that password as a Local Only password change.
                     Under these circumstances, you do not need to perform a
                     Network and Local password change.
                    Change your SAIG password. After you perform a Local
                     Only password change, you must perform a Network and
                     Local password change to establish your password on the
                     SAIG. When you change your SAIG password, be sure to
                     select Network and Local. This will add a password change
                     record to the Transmission Queue. EDconnect will transmit
                     the password change the next time you connect to the SAIG.




September 2002                Installation Guide                          EDconnect  26
                    Set up a personal User ID. When you run EDconnect for the
                     first time, you must log in with the self-expiring User ID
                     “Admin” using the password “PASSWORD” (uppercase and
                     without the quotation marks). After you set up your Security
                     Group, EDconnect will prompt you to create a new User ID. If
                     you select Yes, the User Wizard will lead you through the tabs
                     of the User Properties dialog box.
                     When you have finished, EDconnect will log you in with your
                     new User ID. At this point, you may create a User ID for each
                     person who will be using EDconnect at your institution. Each
                     SAIG user at your institution will need a separate password for
                     logging into EDconnect.
                    Select a connection for transmitting data. If you have not
                     selected a connection for transmitting data, EDconnect will
                     prompt you to do so each time you start the program. If you
                     select Yes, the Properties dialog box will appear, allowing you
                     to select a connection. See Selecting a Connection in the
                     Installation section of this guide for further information.
                    Download the message class table. Shortly after you
                     migrated, an updated message class table will be sent to your
                     SAIG mailbox. When you connect to the SAIG, the message
                     class table will automatically download to your PC and import
                     into EDconnect. If you have several PCs with local
                     installations of EDconnect accessing the same SAIG mailbox,
                     you will need to download the message class table from
                     Fsadownload.ed.gov/softedconnect.htm for each PC.
                    Coordinate global file paths for sending and receiving files.
                     EDconnect does not automatically create paths for sending and
                     receiving data. If you do not specify Send and Receive paths,
                     EDconnect will use the paths listed in the Filename field of the
                     Message Class Manager.




September 2002                Installation Guide                           EDconnect  27
                 You can change the paths on the “Directories” tab of the User
                 Properties dialog box. Right-click on the User ID you wish to
                 edit and select “Properties” from the pop-up menu. Click on
                 the “Directories” tab. At the top of the tab, a drop-down list
                 will allow you to select Database, Send, or Receive.
                 The Database path will reflect the current location of the
                 EDconnect database, but the Send and Receive paths will be
                 blank. Select Send or Receive, then type in the full path,
                 including drive letter, or use the Browse button to find the
                 correct folder.
                 Be sure to enter a location for both the Send and Receive
                 folders. If you would like to use the same setting for all
                 existing users in a specific group, place a check in the box
                 marked “Set all users of this group to the specified directories.”




September 2002            Installation Guide                            EDconnect  28
Appendix A: SAIG User
Statement
Anyone who accesses Title IV program data and uses resources that access SAIG (such as computers or workstations) must read and
sign this statement. Keep a copy of the signed statement for your records. A signed original SAIG User Statement must be completed
and maintained by the destination point administrator for each of the destination points (electronic mailboxes) to which you have
access.
A SAIG User understands that if he or she intentionally submits false or misleading information to the U.S. Department of Education,
he or she will be subject to a fine up to $10,000, imprisonment for up to five years, or both, under provisions of the United States
Criminal Code (including 18 U.S.C. 1001). The SAIG User also agrees to comply with all provisions of Section 483 of the Higher
Education Act of 1965, as amended.
A SAIG User understands that the information provided to him or her by the U.S. Department of Education is protected by the Privacy
Act of 1974, as amended. Protecting this information, once it is entrusted to the SAIG User, becomes his or her responsibility.
Therefore, the SAIG User agrees to protect the privacy of all information that has been provided to him or her by the U.S. Department
of Education. The SAIG user understands that any person, including himself or herself, who knowingly and willfully requests or
obtains any record concerning an individual from an agency under false pretenses shall be guilty of a misdemeanor and may be fined
not more than $5,000.

Appropriate Use
At a minimum, appropriate use consists of the following:
   Using SAIG computing resources only for official government business. Any other use must be approved expressly by the U.S.
    Department of Education.
   Knowing the SAIG destination point administrator for each of the destination points you access and how to contact them.
   Protecting all SAIG information from access by or disclosure to unauthorized personnel.
   Reporting immediately to your destination point administrator any security incidents, potential threats, or vulnerabilities that
    involve SAIG resources.
   Protecting any tools, such as passwords, that allow you access to SAIG (these tools are called “authenticators”).
   Reporting to your destination point administrator any compromise, suspected compromise, or incidents of sharing of a password
    or any other authenticator.
   Accessing only systems, networks, data, control information, and software for which you are authorized.
   Ensuring that all information that comes from SAIG is marked according to its sensitivity and is properly controlled and stored.
   Informing your destination point administrator when you no longer need access to a SAIG resource, such as when you change
    jobs or leave employment.
   Avoiding the introduction of any code that might be harmful to SAIG.

    TG#__________ Destination Point Administrator (DPA) Name___________________________________

    SAIG User Name ________________________________________________________________
                                                     (Print)
    SAIG Job Title________________________SSN____________Phone #(____)______________

    SAIG User Signature____________________________________Date_____________________

    DPA Signature _____________________________________Date________________________________

NOTE: This statement, with an original signature, must be maintained by the Destination Point Administrator. DO NOT
SEND THIS TO SAIG.




August 2002                                              Installation Guide                                          EDconnect  29

				
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